A personalized approach to managing wealth

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, I’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And I’ll do the same for you.

I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

Business Owners

Unique solutions for business owners and entrepreneurs.

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Corporate Executives

Helping you manage your financial success.

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Corporate Retirement Plans

Helping you establish and oversee a variety of plans.

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Endowments & Foundations

Delivering strategic solutions to support and sustain the mission of your foundation.

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Families

A pragmatic approach to wealth management.

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Retirees

Nurturing wealth so you can live a longer, better life.

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The essence of investment management is the management of risks, not the management of returns.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.